Not every position should be managed the same way
A trader may have manual trades, strategy EA trades, copier trades, and test positions on the same MT5 account. A trade-management tool needs to know which positions it should watch.
Filtering prevents a tool from applying break-even, trailing, locks, or closure rules to positions outside its intended scope.
Common filter types
The most common filters are symbol, magic number, trade comment, order type, and manual-trade inclusion. Each filter answers a different question about ownership and intent.
For example, a trader may want a tool to manage only EURUSD manual trades, or only positions opened by a specific EA magic number.
- Symbol filters define which markets are included.
- Magic-number filters identify EA-owned positions.
- Manual-trade settings decide whether discretionary trades are included.
- Comment filters can separate copier or provider workflows.
Why the settings need testing
Filtering mistakes can be hard to spot until the tool acts. Demo testing should include positions that should be managed and positions that should be ignored.
The trader should confirm the dashboard, logs, and actual trade behavior match the intended scope.
Clear scope reduces surprises
Good automation is precise. Before a tool manages positions, the trader should know exactly which positions are in scope and why.
If you need a custom EA, TradingView indicator, Pine Script alert tool, trade copier, Telegram workflow, dashboard, or scanner, Swiftfolio Automation can help map and build the tool.
Trading involves risk. Swiftfolio Automation tools do not guarantee profit and do not provide financial advice.